Albert Lalonde
Albert Lalonde is a registered investment advisor at Kaizen Wealth Management, LLC, based in Shelby Township, MI, with 9 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, ranging from 1.00% to 1.65% annually depending on the third-party manager portfolio selected. Fees are negotiable and assessed quarterly in arrears.
Fee Estimator
Location
47702 Van Dyke Ave., Shelby Township, MI, 48317
Get directionsHistory
Regulatory History (2)
Regulatory
February 2006Employment Separation After Allegations
February 2005Other Business ActivitiesSells Insurance
Albert is a Managing Member and Insurance Agent at Kaizen Financial, Inc., providing insurance services and selling insurance products. This investment-related activity takes up nearly full-time hours.
Employment History
Current Registrations
Kaizen Wealth Management, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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